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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
801
Forza Wealth Management
Florida
$644K – – –
MAM
802
Mystic Asset Management
Rhode Island
$642K +$23K +325 +3%
AAIM
803
American Assets Investment Management
California
$640K – – –
JWCA
804
J.W. Cole Advisors
Florida
$639K +$9.26K +131 +1%
ATPW
805
Ashton Thomas Private Wealth
Arizona
$638K -$24K -339 -3%
MFGM
806
Marshall Financial Group (Maryland)
Maryland
$637K +$13.7K +194 +2%
EWM
807
Evercore Wealth Management
New York
$634K -$2.05K -29 -0.3%
MRCM
808
M&R Capital Management
New Jersey
$633K +$1.06K +15 +0.2%
FAIM
809
Financial Advocates Investment Management
Washington
$630K +$71.2K +1,008 +11%
BAM
810
Belpointe Asset Management
Nevada
$627K -$50.9K -721 -7%
THWM
811
Taylor Hoffman Wealth Management
Virginia
$627K – – –
DWP
812
Daymark Wealth Partners
Ohio
$623K +$25.7K +363 +4%
HCA
813
Harbor Capital Advisors
Illinois
$620K – – –
CW
814
CreativeOne Wealth
Kansas
$619K +$109K +1,541 +19%
PI
815
PFG Investments
New York
$619K -$24.4K -345 -3%
KLCM
816
KG&L Capital Management
Louisiana
$618K +$109K +1,549 +19%
VCAM
817
Van Cleef Asset Management
Ohio
$617K -$21K -297 -3%
LA
818
LexAurum Advisors
Kansas
$605K +$29.8K +421 +5%
FMWA
819
Forvis Mazars Wealth Advisors
Missouri
$600K -$12K -170 -2%
KFI
820
Key Financial Inc
Pennsylvania
$600K – – –
IAMOG
821
Investors Asset Management of Georgia
Georgia
$599K – – –
AMIM
822
Aull & Monroe Investment Management
Alabama
$596K -$22.5K -318 -3%
HI
823
Human Investing
Oregon
$594K -$23K -325 -3%
IWA
824
IVC Wealth Advisors
Pennsylvania
$591K -$80.3K -1,137 -11%
CWS
825
Confluence Wealth Services
Pennsylvania
$588K +$15.1K +214 +2%
31 32
33
34 35